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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
401
Valtinson Bruner Financial Planning
Minnesota
$208K -$13.9K -190 -6%
FA
402
Faithward Advisors
Pennsylvania
$205K -$12.5K -171 -6%
BRWA
403
B. Riley Wealth Advisors
Florida
$202K +$207K +2,821 New
KBC Group
404
KBC Group
Belgium
$198K +$21.5K +293 +12%
JWM
405
Janiczek Wealth Management
Colorado
$195K +$12.8K +174 +7%
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$190K -$1.1K -15 -0.6%
BTI
407
Blue Trust Inc
Georgia
$170K +$53.6K +730 +47%
NCM
408
Northwest Capital Management
Oregon
$164K
Bessemer Group
409
Bessemer Group
New Jersey
$158K +$152K +2,065 +1,465%
WT
410
Whittier Trust
California
$153K -$1.54K -21 -1%
PS
411
Principal Securities
Iowa
$144K +$4.55K +62 +3%
TPCW
412
TD Private Client Wealth
New York
$137K -$6.31K -86 -4%
Jones Financial Companies
413
Jones Financial Companies
Missouri
$136K +$128K +1,744 +1,132%
PAM
414
Paradigm Asset Management
New York
$129K +$132K +1,800 New
BSB
415
Bangor Savings Bank
Maine
$118K
QL
416
Quarry LP
New York
$118K +$77K +1,049 +175%
IA
417
IFP Advisors
Florida
$115K
NL
418
NKCFO LLC
Illinois
$111K +$113K +1,545 New
PAS
419
Point72 Asia (Singapore)
Singapore
$107K +$110K +1,495 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$90.8K +$60.5K +825 +186%
UFF
421
USA Financial Formulas
Michigan
$89.1K -$29.1K -397 -24%
C
422
Covestor
United Kingdom
$88K -$39.6K -539 -31%
S
423
SignatureFD
Georgia
$83.9K +$1.17K +16 +1%
MCM
424
Manchester Capital Management
Vermont
$75.2K -$220 -3 -0.3%
Simplex Trading
425
Simplex Trading
Illinois
$75K +$77.7K +1,059 New